Sharepoint Planner



Sharepoint Planner

SharePoint is known for its powerful collaboration opportunities, and it is essential for companies to launch their SharePoint activity with calendar adjustment.

SharePoint integration (Planner web part and full page app) Yes. A subscription to make the most of your time. Try one month free. Expand your Office skills Explore training. Get new features first Join Office Insiders. Was this information helpful? Hub sites provide two primary organizational experiences that you should think about as part of the hub planning process. Though creating a hub site must be done by the global or SharePoint admin in Microsoft 365, planning, managing, and organizing the hub site is the responsibility of the hub site owner. The organizing concepts for hubs are. A screenshot of To Do showing Planner Tasks. Integration with Outlook Calendar. Thanks to the recent improvement, we can now integrate Plan with Outlook. Once you set it up using the steps above, team tasks will now appear in a calendar format in Outlook. Integration with SharePoint.

Planner

Adding a calendar to SharePoint helps users to have an easy access to personal events and synchronize them with team events and company schedule. A SharePoint calendar allows managers to inform coworkers about meetings and also check their availability.

Create a SharePoint Online Calendar

Before the beginning, it is necessary to check if you have a suitable access permission level to the SharePoint site. If you want to create a team calendar, make sure the SharePoint site, that will contain your calendar, is a public site (i.e. it must be available for other users in your team).

    1. Navigate to Site Contents, click New and select App in the drop-down menu.
      If you are using SharePoint On Premises and, for example, want to insert a calendar in SharePoint 2013, you will have the following view. Actually, it is the same functionality with slightly different view.
    2. Once you have done this, you can add your calendar. Scroll down and select Calendar app.
    3. Click on Advanced options, so that you can pick up a calendar name on the next step.Type in a unique name, add a short description for your calendar and define its type. You can add it as a personal or group calendar. You need to check Yes, if you want to add calendar to SharePoint team site and make it a group calendar. Click the Create button.
    4. Now, you need to select users to be added to the calendar from the list of users that appear in the pop-up box. Please notice, you can’t add any external addresses to the SharePoint Calendar.
    5. A link to the new calendar added to SharePoint site will be visible on the left menu. You can switch to the Calendar tab and change the grid displaying from the group view to any other scope.

So, you have created a calendar in SharePoint. You and your team have access to the calendar and can create and manage all company-wide events, meetings, and schedules.

✓ USEFUL LINKS ON HOW TO CREATE A SHAREPOINT CALENDAR

Sharepoint Planner
    • How to Color Code SharePoint Calendars

Hey Planner, your Gantt chart is missing!

Ever since Planner got introduced in Office 365 it has been missing a key feature – a simple Gantt chart. As of today, the Planner Team is “thinking about it“, but it seems they are pushing customer towards Microsoft Project for more “complex features” (not that a simple Gantt chart falls in that category, but anyway). There is a UserVoice here, if you want to give it a vote!
But what if you still want a Gantt chart integrated with Planner, without switching to Microsoft Project? SPFx to the rescue, once again!

High-level requirements and prerequisites

I have been implementing this kind of solutions several times now – and the basic requirements are the same – “Just give us a simple overview of the tasks in a Gantt-style“. So this blogpost is all about giving you some inspiration!
The high-level requirements for this solution was:
1) We need a simple way of showing Planner tasks in a Gantt chart
2) Use Planner (because it’s easy to understand and use) and reflect the changes in Planner immediately to avoid end-user confusion
3) Read-only mode, because we prefer doing modifications in Planner!
4) Easy to set up and use, no additional configuration steps
Preqreuisites
The solution is built to work on a group connected modern SharePoint Team site with a Planner plan associated. The easiest way to do this is to create your group, go to the SharePoint site and add a new “Plan” using the “+ new”-button.
This gives you two things:
1) A Planner plan associated with your group
2) A link in the left menu to the “Planner integration” (in form of a SharePoint layouts page). This gives your end-users the ability to work on the Plan without ever leaving SharePoint (which we SharePoint enthusiasts appreciate!)

Using Planner In Sharepoint

The solution

Sync Sharepoint List With Planner

Planner

The solution ended up being built using the following:
* SPFx 1.8.2 (because 1.9.0 brought some issues with the hosted workbench. See issue here).
* A React webpart using DHTMLX Gantt library (the free version).
* Microsoft Graph API to get the Planner for the current group site, the buckets and the tasks eventually.
* Reusing the modern SharePoint theme for coloring.
The out-of-the-box Planner plan (integrated with SharePoint)

Sharepoint planner flow

This is our preferred way of working with Planner, as we keep the user in SharePoint and have no context switching.
.. and here is the Gantt overview:

Microsoft Planner In Sharepoint

Key features
* Ready-to-use webpart with no additional configuration steps needed.
* No login for the end-user, because we use the Graph client and webApiPermissions within SPFx.
* Integration with Planner using Microsoft Graph API (Planner endpoint) and filtrering away invalid tasks (e.g. tasks that doesn’t have a start- or due date or that is already completed).
* A two level visualization with buckets(grey) and tasks (red) within each and the ability to expand/collapse buckets.
* Assigned to is resolved using the Microsoft Graph API (users endpoint).
* Visualization of tasks progress (the faded coloring on the task ifself) and automatically calculation of total bucket progress. This is based on the Planner “Progress” field, which is either 0, 50 or 100 (Completed).
* Duration in day-unit and total duration calculated for each bucket based on the tasks within.
Conclusion
Building a solution like this really shows me the true strength of the SPFx development model, where we can build and ship highly requested features in no time! So start building yours today!
If you have any questions or want to reach out, please share by leaving a comment. #sharingiscaring